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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,367 | $117,829-21.6% | $102,423-9.8% | $145,877-36.7% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 7.03% | 31.83%-24.8pp | 29.42%-22.4pp | 551.28%-544.3pp |
| Employer contribution / active EE | $774 | $3,615-78.6% | $3,023-74.4% | $4,663-83.4% |
| Participant deferral / active EE | $15,476 | $5,732+170.0% | $5,054+206.2% | $6,691+131.3% |
| Admin fee / account holder | $22,469 | $13,335+68.5% | $9,455+137.6% | $13,402+67.6% |